ERIE INDEMNITY CO·4

Feb 2, 2:33 PM ET

LUCORE GEORGE R 4

4 · ERIE INDEMNITY CO · Filed Feb 2, 2026

Research Summary

AI-generated summary of this filing

Updated

ERIE Director George R. Lucore Receives 39.474 Share Credits

What Happened

  • George R. Lucore, a director of Erie Indemnity Company (ERIE), was credited with 39.474 share equivalents on January 31, 2026. The reported per-share value used for reporting was $283.01, totaling about $11,172. The transaction is reported as an "other acquisition or disposition" (code J) and is a derivative award rather than an open-market purchase.

Key Details

  • Transaction date: 2026-01-31; Report filed: 2026-02-02 (appears timely).
  • Transaction type: Other acquisition (derivative) — 39.474 share credits at $283.01 per share; total value reported ~$11,172.
  • Shares owned after transaction: Not disclosed in this filing.
  • Footnotes:
    • F2: Acquired under the Directors' Deferred Compensation Plan.
    • F3: These are Share Credits representing the right to receive an equivalent number of Class A common shares when the director's service ends; there are no exercise or expiration dates.
    • F1: Conversion price not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
  • No 10b5-1, tax-withholding, or cashless-sale details reported.

Context

  • This is an award/credit under a director deferred compensation plan (a common non-cash form of compensation). Share Credits are not immediately tradable shares; they convert to actual Class A shares only upon termination of the director’s service.
  • Such credits are routine for outside directors and do not by themselves indicate a buy or sell signal in the open market.

Insider Transaction Report

Form 4
Period: 2026-01-31
Transactions
  • Other

    Directors' Deferred Compensation Share Credits

    [F1][F2][F3]
    2026-01-31$283.01/sh+39.474$11,1724,097.804 total
    Exercise: $0.00Class A Common Stock (39.474 underlying)
Holdings
  • Class A Common Stock

    1,725
Footnotes (3)
  • [F1]Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
  • [F2]Acquired under Directors' Deferred Compensation Plan.
  • [F3]The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock Plan. These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock when the reporting individual's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.
Signature
Rebecca A. Buona, Power of Attorney|2026-02-02

Documents

1 file
  • 4
    wk-form4_1770060796.xmlPrimary

    FORM 4